Auto-Split transactions by Percentage, Auto-Tag transactions, and Tag-Based P&L
As a business owner, I want to streamline my process for generating P&L reports and identifying deductions for self-employment. Simplifi would benefit from the following features to make this easier and save time:
- Auto-Split Transactions by Percentage: Allow users to set up rules that automatically split transactions by a specified percentage. This is useful for splitting personal and business expenses in a single transaction.
- Auto-Tagging Based on Rules: Expand the auto-tagging feature to allow more flexibility, like tagging transactions based on specific amounts, merchants, or categories. This would help categorize expenses and revenue for self-employment purposes automatically.
3. Tag-Based P&L Reports: Introduce a simple P&L report based on user-created tags. Users could easily generate a Profit & Loss statement by filtering their transactions using custom tags, making tax preparation and financial tracking much more efficient.
These enhancements would make it easier to handle self-employment deductions and generate financial reports, ultimately saving time and reducing manual entry.
Comments
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@techdan, thanks for posting your suggestions to the Community!
I went ahead and moved this out of Feature Requests, as you want to outline and request just one enhancement per Idea post in accordance with our guidelines here:
With that, we already have an existing request for Transaction Rules for Tags that you can add your feedback to and follow for updates:
We also have an existing request for a Profit & Loss Report:
I hope this helps get you pointed in the right direction!
-Coach Natalie
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